03/03/2026

Financial Advisor

Job Description

Job Description:

Are you a driven financial professional who loves building relationships, delivering strategic investment guidance, and helping clients achieve their financial dreams?


This is your opportunity to join a respected financial institution where your expertise, your portfolio, and your earning potential can grow without limits.

Why This Role Matters

As a Financial Advisor, you’ll be the trusted advisor clients turn to for clarity, confidence, and long-term financial direction. You’ll manage a personal book of business, shape investment strategies, and influence major financial decisions that directly impact the success of families, businesses, and organizations in our community.

This is a role where your insights matter, your relationships matter, and your success is truly in your hands.

What You’ll Be Doing

  • Guide clients with confidence: Provide expert advice on retirement planning, tax-conscious strategies, portfolio design, and investment suitability.
  • Grow a thriving portfolio: Sell and purchase securities aligned with clients’ evolving goals—corporations, banks, individuals, partnerships, foundations, and trust customers.
  • Be the go-to investment expert: Break down market trends, analyze product options, and help clients understand how to position their portfolios for today’s economy.
  • Maintain exceptional service standards: Answer market questions, appraise portfolios, and coordinate solutions with internal teams to ensure seamless client experiences.
  • Drive your own success: Build and execute a personal marketing plan to attract new clients, deepen existing relationships, and meet or exceed your goals.
  • Contribute to a winning team: Collaborate with colleagues to achieve departmental and company-wide objectives.

What You Bring

  • 3–5 years of investment, financial advising, or related experience
  • A strong sales instinct and proven ability to negotiate financial products
  • A customer-focused mindset with high trustworthiness, professionalism, and communication skills
  • A desire to grow, perform, and be known as a top producer

Required Credentials

  • Bachelor’s degree; advanced education or certifications preferred
  • Valid driver’s license
  • Current Series 7
  • Series 66 (or 63 + 65)
  • MSRB Series 52
  • State of Kansas life insurance license

What’s In It for You

✔ The freedom to grow your own book of business
✔ The credibility and support of a respected financial institution
✔ Direct impact on client success and long-term financial health
✔ A role where performance is recognized, rewarded, and celebrated
✔ A collaborative environment that values your expertise

Ready to build a career—not just a job?

If you're passionate about guiding clients, growing assets, and elevating your professional success, we want to hear from you.

Apply today and take the next step toward becoming a key financial partner to our community.

CapFed® is an equal opportunity employer.


Apply Now